Investing.com — KeyBanc Capital Markets identified leading stocks in the U.S. consumer media and broadband sector following a quarterly survey of more than 2,000 consumers.
The Cable & Media Team and Internet & Digital Media team expanded their research this quarter to include broadband and home internet trends, examining consumer spending patterns and preferences amid emerging competition from low Earth orbit satellite services.
The survey assessed media viewership habits alongside broadband service satisfaction, speeds, and pricing across major providers.
The findings highlight shifting consumer preferences in both traditional and streaming media consumption, as well as satisfaction levels with internet service providers.
1. – AT&T ranked the highest in customer satisfaction among all broadband providers despite legacy infrastructure challenges.
The telecommunications company achieved scores in line with competitors on speed and pricing metrics. AT&T’s pricing structure aligns with cable providers while offering fiber service, which provides superior performance.
The company also offers flexibility through fixed wireless options at lower price points, giving customers choice across different service tiers.
KeyBanc reiterated an Overweight rating on the stock.
AT&T Inc. is set to acquire the fiber-to-the-home broadband business from Lumen Technologies, a deal that includes approximately four million fiber passings and one million customers.
2. – Google’s parent company was also reiterated at Overweight. KeyBanc pointed to YouTube’s growing momentum across both free and subscription offerings.
The video platform continues expanding its presence on television screens while enhancing advertising targeting capabilities. KeyBanc expects YouTube to capture additional market share from traditional linear television advertising budgets as these trends continue.
Alphabet Inc. received a price target increase from TD Cowen, which cited expectations for continued cloud acceleration and robust search growth. The company also launched its Gemini AI assistant as a standalone desktop application for Mac computers.
3. – Amazon earned recognition for video engagement growth and advancement of its Amazon Demand-Side Platform for advertising revenue.
The survey showed encouraging consumer interest in satellite internet services. Recent partnerships, including an agreement with Delta Air Lines, are expected to increase awareness of Amazon’s low Earth orbit satellite internet offering.
Amazon.com has seen positive analyst commentary, with firms like Truist Securities raising price targets based on accelerating growth expectations for its Amazon Web Services (AWS) division. AWS also announced an expanded partnership with Oracle and a new agreement to move core systems for the Depository Trust & Clearing Corp. to the cloud.
4. – The streaming giant also maintains its position as the core streaming service among consumers. KeyBanc attributes this status to an improved content lineup, industry consolidation, and expanded pricing tiers.
These factors are expected to support the company’s medium-term monetization growth trajectory.
Netflix Inc. reported first-quarter 2026 results that beat consensus estimates for revenue and earnings. However, the company’s second-quarter guidance prompted several firms, including Guggenheim and Oppenheimer, to lower their price targets.
5. – Roku benefits from expanding ad-supported streaming services and demand-side platform partnerships, creating favorable conditions for revenue and profitability growth. New financial disclosures scheduled for the first quarter of 2026 may strengthen investor confidence in the company’s growth trajectory.
In a recent development, Roku Inc. announced it has surpassed 100 million streaming households worldwide. The company will also update its financial reporting to create two new segments: “Advertising” and “Subscriptions.”
6. – T-Mobile, while rated Sector-Weight at KeyBanc, demonstrated notably higher speeds than anticipated in the survey, combined with lower pricing that delivers strong overall value.
Customer satisfaction scores were robust. The findings suggest T-Mobile’s wireless service performance may reduce the company’s need for fiber infrastructure investments to remain competitive.
T-Mobile US Inc. received an upgrade to Overweight from KeyBanc, and Morgan Stanley initiated coverage with an overweight rating. Both firms cited the company’s growth outlook and strong network position as key factors.
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